{"id":164,"date":"2020-05-04T01:44:15","date_gmt":"2020-05-04T01:44:15","guid":{"rendered":"https:\/\/help.birthingyourbrand.com\/?post_type=docs&p=164"},"modified":"2020-05-04T01:44:18","modified_gmt":"2020-05-04T01:44:18","slug":"appointments-events","status":"publish","type":"docs","link":"https:\/\/help.birthingyourbrand.com\/docs\/appointments-events\/","title":{"rendered":"Appointments & Events"},"content":{"rendered":"\n

Starting to work with Appointments & Events add-on is easy. All you need to do is add at least one service and at least one employee and you can start using booking forms.<\/p>\n\n\n\n

<\/p>\n\n\n\n

Adding a Service<\/h3>\n\n\n\n

The first thing to do is to create a service, i.e. the activity that customers will book through your website.\u00a0 <\/p>\n\n\n\n

To add a service, go to the Appointments & Events <\/strong>menu on the left-hand side and select Services<\/strong>.<\/p>\n\n\n\n

Once the page is open, you need to\u00a0add a category<\/strong>. Click the \u201cAdd Category\u201d button: <\/p>\n\n\n\n

<\/p>\n\n\n\n

\"\"<\/figure><\/div>\n\n\n\n

<\/p>\n\n\n\n

Give a name to the new category and then click the \u201cApply\u201d button. <\/p>\n\n\n\n

<\/p>\n\n\n\n

\"\"<\/figure><\/div>\n\n\n\n

<\/p>\n\n\n\n

Once the category is added you can click on the\u00a0\u201cAdd Service\u201d<\/strong>\u00a0button in the top right of the screen.<\/p>\n\n\n\n

A sidebar appears in which you can provide the service details. Mandatory parameters are:\u00a0name<\/strong>,\u00a0category<\/strong>,\u00a0duration<\/strong>\u00a0and\u00a0price<\/strong>. If you wish, you can specify additional parameters (service picture and gallery, buffer time, capacity, etc.)<\/p>\n\n\n\n

<\/p>\n\n\n\n

\"\"<\/figure><\/div>\n\n\n\n

<\/p>\n\n\n\n

Adding an Employee<\/h3>\n\n\n\n

Employees are those who provide services to the customers (e.g. trainers, coaches, doctors, etc.). Each employee can provide an individually configured list of services, can have his\/her own working schedule, and have other settings.<\/p>\n\n\n\n

To add an employee, in the WordPress Admin Panel go to\u00a0Appointments & Events > Employees<\/strong>.<\/p>\n\n\n\n

Then click on the\u00a0Add Employee<\/strong>\u00a0button at the top right of the screen or the multifunction button at the bottom right of the screen.<\/p>\n\n\n\n

In the first tab of the dialog that appears you can define your employee\u2019s primary details. Mandatory details are:\u00a0first<\/strong>\u00a0and\u00a0last name<\/strong>\u00a0and\u00a0email<\/strong>. Other details (photo, phone, notes, etc.) are optional. <\/p>\n\n\n\n

Before saving, the details, you need to go to the second tab, and tick the checkbox near the service we\u2019ve created on the first step, to assign the newly created employee to this service. <\/p>\n\n\n\n

Once you\u2019ve configured an employee click the Save button in the bottom right of the dialog. The employee should appear in the list .<\/p>\n\n\n\n

<\/p>\n\n\n\n

Adding a Booking Form to Your Website<\/h3>\n\n\n\n

To allow your customers to book appointments, you need to add a booking form to the site\u2019s front-end. There are 3 different views through which customers can book appointments:\u00a0Booking Search View, Step-By-Step Booking Wizard<\/strong>, and Services Catalog<\/strong>.<\/p>\n\n\n\n

To add any of the 3 different views, use the Shortcode widget<\/strong> in the Birthing Your Brand Page Builder. Drag-and-drop the widget to wherever you would like to add your booking form on your page.<\/p>\n\n\n\n

<\/p>\n\n\n\n

\"\"<\/figure><\/div>\n\n\n\n

<\/p>\n\n\n\n

Then, enter one of the following shortcodes into the Shortcode<\/strong> widget.<\/p>\n\n\n\n

<\/p>\n\n\n\n

\"\"<\/figure><\/div>\n\n\n\n

<\/p>\n\n\n\n

For Booking search, [ameliasearch]<\/strong><\/p>\n\n\n\n

For Step-By-Step Booking Wizard, [ameliabooking]<\/strong><\/p>\n\n\n\n

  1. [ameliabooking category=1]<\/strong>\u00a0if you want to show only the services from a category with ID 1,<\/li>
  2. [ameliabooking service=1]<\/strong>\u00a0if you want to show the booking form for the service with ID 1.<\/li>
  3. [ameliabooking employee=1]<\/strong>\u00a0if you want to show the booking form for the employee with ID 1,<\/li>
  4. [ameliabooking location=1]<\/strong>\u00a0if you want to show the booking form for the location with ID 1,<\/li><\/ol>\n\n\n\n

    For Services Catalog, [ameliacatalog]<\/strong><\/p>\n\n\n\n

    1. [ameliacatalog category=1]\u00a0<\/strong>if you only want to show services from the category with ID 1,<\/li>
    2. [ameliacatalog service=1]\u00a0<\/strong>if you only want to show service with ID 1,<\/li>
    3. [ameliacatalog employee=1]\u00a0<\/strong>if you want to show all categories for\u00a0an employee\u00a0with ID 1,<\/li>
    4. [ameliacatalog category=1 employee=1]\u00a0<\/strong>if you want to show just services from the category with ID 1 and from an\u00a0employee with ID 1,<\/li>
    5. [ameliacatalog service=1 employee=1]\u00a0<\/strong>if you want to show just service with ID 1 from an employee with ID 1,<\/li>
    6. [ameliacatalog location=1]<\/strong>\u00a0if you want to show all categories for the location with ID 1,<\/li>
    7. [ameliacatalog category=1 location=1]<\/strong>\u00a0if you want to show just services from the\u00a0category with ID 1 and from the location with ID 1,<\/li>
    8. [ameliacatalog service=1 location=1]\u00a0<\/strong>if you want to show just service with ID 1 from the location with ID 1, <\/li><\/ol>\n\n\n\n

      <\/p>\n\n\n\n

      Managing Appointments<\/h3>\n\n\n\n

      Once you have an appointment booked from the front-end you can manage it from Appointments & Events > Appointments<\/strong>.<\/p>\n\n\n\n

      You should see the appointment you\u2019ve just booked at the front-end. You can either use the controls to change the appointment status (reject or approve), or click\u00a0\u201cEdit\u201d<\/strong>\u00a0to adjust the appointment parameters.<\/p>\n\n\n\n

      <\/p>\n\n\n\n

      General Settings<\/h3>\n\n\n\n

      General settings can be viewed and edited at Appointments & Events > Settings<\/strong>.<\/p>\n\n\n\n

      Default Time Slot Step<\/strong><\/p>\n\n\n\n

      This setting allows you to choose a default length for the time slot step, which is used to \u201cgrid\u201d the business hours and appointment durations. It determines the time slots step in which your appointments can be scheduled. The setting contains time slot step options ranging from 1 minute<\/strong> to 8 hours<\/strong>, and what you define here will be applied to all time settings such are \u201cDuration\u201d, \u201cBuffer time before\u201d and \u201cBuffer time after\u201d in the Service settings.<\/p>\n\n\n\n

      For example, if you choose\u00a010 minutes<\/strong>\u00a0as the default time slot step, the working hours will be divided by a grid of 10 minutes, your customers will be offered to book appointments at\u00a09:00, 9:10, 9:20, 9:30<\/strong>, etc., and the service duration will be configurable as\u00a010 min, 20 min, 30 min, 40 min and so on.<\/strong><\/p>\n\n\n\n

      The default time slot is 30 minutes.<\/p>\n\n\n\n

      Default Appointment Status<\/strong><\/p>\n\n\n\n

      With this setting, you can set the default status for all newly created appointments. If you set \u201cPending\u201d\u00a0as a default appointment status,\u00a0\u00a0future appointments will have this status<\/strong>\u00a0at the time of scheduling and will require manual approval and status change in the plugin\u2019s back-end. <\/p>\n\n\n\n

      The default condition is Approved.<\/p>\n\n\n\n

      Minimum Time Required Before Booking<\/strong><\/p>\n\n\n\n

      This setting allows you to set the minimum period before the appointment when customers can submit a booking request. By default, it is disabled, which means for example, that your customers will be able to book appointments within several minutes from the current time. Should your business require a certain period of time to prepare for the appointment, simply choose one of the options from this setting, and any booking within a given period prior to booking will be disallowed. <\/p>\n\n\n\n

      Minimum Time Required Before Cancelling<\/strong><\/p>\n\n\n\n

      This setting allows you to set the time period before appointment after which customers will not be able to cancel or reschedule their requests. By default, it is disabled, which means your customers can cancel\/reschedule an appointment at any moment before it starts. To disallow late cancellations\/rescheduling simply choose an option, e.g. 1 day. The 1-day option, for example, would not allow a customer to cancel or reschedule tomorrow\u2019s appointment. <\/p>\n\n\n\n

      Period Available for Booking in Advance<\/strong><\/p>\n\n\n\n

      This option allows you to set how far into the future bookings can be made. For example, if you set 365 days, your customers will be able to schedule an appointment for up to one year in advance. If you set it to 10 days, your customers won\u2019t be able to book an appointment beyond that time. <\/p>\n\n\n\n

      Default is 365 days.<\/p>\n\n\n\n

      Google Map API Key<\/strong><\/p>\n\n\n\n

      This option allows you to add the Google Map API Key so you can show a Google static map on the Locations page.<\/p>\n\n\n\n

      <\/p>\n\n\n\n

      Configuring Payments and Payment Systems<\/h3>\n\n\n\n

      Payment settings allow you to set the price format and payment gateway you want to use. The selected format you choose will be used for all prices on the front-end and back-end of the plugin. <\/p>\n\n\n\n

      The Payment settings can be found in Appointments & Events > Settings > Payments<\/strong><\/p>\n\n\n\n

      <\/p>\n\n\n\n

      PayPal Configuration<\/h3>\n\n\n\n

      This option allows customers to pay appointments directly with PayPal (debit\/credit card or PayPal balance). First, you need to enable the \u201cPayPal service\u201d<\/strong>, after that you can choose if you would like to use PayPal in sandbox mode or not. PayPal \u201cSandbox Mode\u201d<\/strong> is a testing environment that mimics the live PayPal production environment and should only be used for testing purpose.<\/p>\n\n\n\n

      To set your PayPal Sandbox setting simply follow the next steps:<\/p>\n\n\n\n

      1. Go to https:\/\/developer.paypal.com\/developer\/accountStatus\/,<\/li>
      2. On the left in the \u201cDashboard\u201d menu click on \u201cMy Apps & Credentials\u201d,<\/li>
      3. In the \u201cREST API apps\u201d section you need to create a new App (or use the existing one),<\/li>
      4. You must than copy data from the fields \u201cClient ID\u201d and \u201cSecret\u201d into Sandbox PayPal Payment Settings on the Settings page of the plugin. <\/li>
      5. On the left in the \u201cSandbox\u201d menu click on \u201cAccounts\u201d,<\/li>
      6. From the \u201cSandbox Accounts\u201d\u00a0section you can use emails and passwords from sandbox developer accounts (BUSINESS and PERSONAL) on\u00a0this link<\/a>\u00a0for testing after paying with PayPal.<\/li><\/ol>\n\n\n\n

        After testing, repeat this process in the Live mode and update the payment settings using Live Client ID <\/strong>and Live Secret<\/strong>.<\/p>\n\n\n\n

        <\/p>\n\n\n\n

        Stripe Configuration<\/h3>\n\n\n\n

        To enable the Stripe Payment method, enable the\u00a0\u201cStripe Service\u201d<\/strong>\u00a0option, after which you can enable the\u00a0\u201cTest Mode\u201d<\/strong>\u00a0to run tests with Stripe. When you enable\u00a0\u201cTest Mode\u201d<\/strong>\u00a0you need to add\u00a0\u201cTest Publishable Key\u201d<\/strong>\u00a0and\u00a0\u201cTest Secret Key\u201d<\/strong>. To use live transactions, you should leave\u00a0\u201cTest Mode\u201d\u00a0<\/strong>disabled, and enter the\u00a0\u201cLive Publishable Key\u201d<\/strong>\u00a0and\u00a0\u201cLive Secret Key\u201d<\/strong>\u00a0that are located on your Stripe dashboard. <\/p>\n\n\n\n

        <\/p>\n\n\n\n

        Configuring Google Calendar 2-way Sync<\/h3>\n\n\n\n

        With Google Synchronization, all employees can sync their working schedules with their Google Calendar. Each booked appointment will be created in their calendar with the customer added as a participant. <\/p>\n\n\n\n

        Before you can integrate with Google Calendars, you must create a\u00a0\u201cClient ID\u201d<\/strong>\u00a0and\u00a0\u201cClient Secret\u201d<\/strong>.<\/p>\n\n\n\n

        1. Go to the\u00a0Google Developers Console<\/a>.<\/li>
        2. Click on \u201cSelect a project\u201d, or if you have some other projects active, simply click on the drop-down to create a new project.<\/li>
        3. In a new window that appears, click on \u201cNEW PROJECT\u201d in the top right. <\/li>
        4. Enter the project name, select \u201cNo organization\u201d and click on \u201cCREATE\u201d.<\/li>
        5. You will see the project is being created in the top right, and when it is created you will see a notification.<\/li>
        6. If you click on this notification, it will take you to the Project\u2019s dashboard. <\/li>
        7. In that window, hover over \u201cAPIs & Services\u201d on the left, and then select \u201cOAuth consent screen\u201d.<\/li>
        8. The first step in the OAuth consent screen is to select the User Type. Since your employees will be registering with their own Gmail accounts, you need to select \u201cExternal\u201d, and click on \u201cCreate\u201d. <\/li>
        9. A new window will open where you need to type \u201cApplication name\u201d and enter your domain under the \u201cAuthorized domains\u201d section. When you enter the domain name hit ENTER to add it. <\/li>
        10. After you enter the domain name click \u201cSave\u201d. <\/li>
        11. The console will then display the details of the OAuth consent. Here, you need to click on \u201cLibrary\u201d in the left-hand menu and it will take you to the API library.<\/li>
        12. Search for the Google Calendar API on the next screen.<\/li>
        13. You will see two results. Click on \u201cGoogle Calendar API”<\/strong>.<\/li>
        14. Next, click on the\u00a0\u201cEnable\u201d<\/strong>\u00a0button. <\/li>
        15. When the API is enabled, you will see it\u2019s \u201cOverview<\/strong>\u201d screen. Click on the <\/strong>\u201cCreate Credentials<\/strong>\u201cbutton on the far right. <\/li>
        16. This will open the\u00a0\u201cCredentials\u201d<\/strong>\u00a0window. There you need to select: Google Calendar API, Web browser (Javascript), <\/strong>and User Data.<\/strong>Google Calendar API<\/li>
        17. Click on \u201cWhat credentials do I need?\u201d <\/li>
        18. At the second step, give the\u00a0\u201cName\u201d<\/strong>\u00a0of your OAuth client ID and in the\u00a0\u201cAuthorized redirect URIs\u201d<\/strong>\u00a0field, enter the URL from\u00a0\u201cRedirect URI\u201d<\/strong>\u00a0field. You can find the\u00a0\u201cRedirect URI\u201d<\/strong>\u00a0field in\u00a0\u201cGoogle Calendar Settings\u201d<\/strong>\u00a0dialog on Appointments & Events Settings page. After that click on\u00a0\u201cCreate OAuth client ID\u201d<\/strong>\u00a0button.<\/li>
        19. At the third step click on\u00a0\u201cDone\u201d<\/strong>\u00a0button. After that select your recently created\u00a0OAuth client IDs. <\/li>
        20. When you access the OAuth client, please double check if the \u201cAuthorized Redirect URIs<\/strong>\u201d is actually added. <\/li>
        21. If it is missing, please copy the \u201cRedirect URI<\/strong>\u201d from Appointments & Events\u00a0Google Calendar Settings<\/strong>\u00a0again, and hit enter.<\/li>
        22. Copy and paste\u00a0\u201cClient ID\u201d<\/strong>\u00a0and\u00a0\u201cClient Secret\u201d<\/strong>\u00a0into related fields in\u00a0\u201cGoogle Calendar Settings\u201d<\/strong>\u00a0dialog in Appointments & Events. After that, you will be able to connect Google Calendar from employee edit dialog.\u00a0 <\/li>
        23. You can always go back into any of the previously mentioned settings by navigating to\u00a0\u201cAPIs & Services<\/strong>\u201c\/Credentials or OAuth consent screen, and always make sure you\u2019re selecting the proper Project. <\/li><\/ol>\n\n\n\n

          Connect Employees with their Google Accounts<\/strong><\/p>\n\n\n\n

          Once you\u2019ve completed these settings, there\u2019s one more thing to set on the employees\u2019 side. Each employee should log in and connect to their Google calendar for the synchronization to work. All they need to do is to open the Employee dialog and click on the button beside the Google Calendar option, They will then be redirected to choose their Google Account. Once they have chosen it, they will be returned to their profile in Appointments & Events with the selected Google Calendar email (if the account is successfully connected the button should change the color from blue to red). <\/p>\n\n\n\n

          <\/p>\n\n\n\n

          Zoom Integration<\/h3>\n\n\n\n

          Setting up your Zoom Application<\/strong><\/p>\n\n\n\n

          To begin, you need to setup the Zoom application first. In the next steps we will explain to you how to do that:<\/p>\n\n\n\n

          Sign up or Sign in to Zoom<\/strong>\u00a0\u2013 if this is your first time on Zoom you will need to Sign up by entering your email. After you have entered the email you will receive a message on it from Zoom to confirm your address and finish the process. Open the email and follow the link that Zoom has sent you, setup your password and skip steps with adding a new members for now. After that you will be redirected to your Zoom Profile.<\/p>\n\n\n\n

          Visit Zoom App Marketplace<\/strong>\u00a0\u2013 Enter https:\/\/marketplace.zoom.us\/ in your browser to visit Zoom App Marketplace. Once you enter the page click Sign In and sign in with account that you have previously created on Zoom.<\/p>\n\n\n\n

          Create your App<\/strong>\u00a0\u2013 Once you have entered the marketplace click on Develop button and choose Build App option.<\/p>\n\n\n\n

          Choose your App type\u00a0<\/strong>\u2013 On this page you need to choose the first option\u00a0JWT<\/strong>. Click\u00a0\u201cCreate\u201d<\/strong>\u00a0and you will see a popup to give your App a name. Enter the name and click\u00a0\u201cCreate\u201d<\/strong>\u00a0once again.<\/p>\n\n\n\n

          Basic Information\u00a0<\/strong>\u2013 Once you have added a name to your app you will be redirected to the Information page. Here we will enter just three mandatory information, you can add the rest later if you want since the rest fields are optional. In\u00a0Basic Information<\/strong>\u00a0add\u00a0Company Name<\/strong>, and in\u00a0Developer Contact Information<\/strong>\u00a0add\u00a0Name<\/strong>\u00a0and\u00a0Email address<\/strong>\u00a0and click\u00a0\u201cContinue\u201d<\/strong>.<\/p>\n\n\n\n

          App Credentials\u00a0<\/strong>\u2013 Once you have entered Basic Information the App Credentials will open. This information will need to be copied and pasted into Appointments & Events Settings in order to connect. Click\u00a0\u201cCopy\u201d<\/strong>\u00a0in the\u00a0\u201cAPI Key\u201d<\/strong>\u00a0field and open Appointments & Events Settings. On the\u00a0\u201cSettings Page\u201d<\/strong>\u00a0you will see\u00a0\u201cIntegration Settings\u201d<\/strong>, open it and choose\u00a0\u201cZoom\u201d<\/strong>\u00a0(the second tab). Paste\u00a0\u201cAPI Key\u201d<\/strong>\u00a0from Zoom to \u201cClient Key\u201d<\/strong>\u00a0option in our Zoom Settings. Then go back to your Zoom App, copy the\u00a0\u201cAPI Secret\u201d<\/strong>\u00a0and paste it to\u00a0\u201cClient Secret\u201d<\/strong>\u00a0option in our Zoom Settings. Now click\u00a0\u201cSave\u201d<\/strong>\u00a0in the bottom right corner of Zoom Settings in Appointments & Events and your Zoom application will be connected. <\/p>\n\n\n\n

          <\/p>\n\n\n\n

          Zoom Settings<\/strong><\/p>\n\n\n\n

          Besides the \u201cClient Key\u201d and \u201cClient Secret\u201d in Zoom Settings you will see three other options to set:<\/p>\n\n\n\n

          1. Meeting Title<\/strong> \u2013 Here you can set what you want your meeting title to be. In order to have different meeting title each time that matches your meeting add the placeholder from email notifications page. Go to the Notifications page, open \u201cShow Email Placeholders\u201d<\/strong> option and copy the placeholder that you want and then paste it in this field (for example %service_name% like we\u2019ve used on the picture above).<\/li>
          2. Meeting Agenda<\/strong> \u2013 Works same as the option above. Copy one or multiple placeholders from the notifications page and paste it here in order to show details that match scheduled appointment or event (we have chosen %service_description% for this field).<\/li>
          3. Create Meetings For Pending Appointments<\/strong> \u2013 Here you can choose whether you want your meetings to be created for Pending appointments or not. By default this option is disabled which means that meetings will be created only for the appointments with Approved<\/strong> status.<\/li><\/ol>\n\n\n\n

            Once you have set these three options click\u00a0\u201cSave\u201d<\/strong>\u00a0and you will be one step closer to using Zoom<\/p>\n\n\n\n

            <\/p>\n\n\n\n

            Connect Employees and Events with Zoom host<\/strong><\/p>\n\n\n\n

            Once you setup the Zoom Settings you would need to connect your employees\/events with zoom hosts.<\/p>\n\n\n\n

            To connect employees<\/strong>, go to the Employees page, open Employee and you will see option\u00a0\u201cZoom User\u201d<\/strong>. Open the dropdown and you will see the user that you have created while creating the Zoom application.<\/p>\n\n\n\n

            It is possible to connect each employee with different zoom user so they can have separate Zoom accounts for the meetings. To set this go back to your Zoom account. Click on the \u201cUser Management\u201d in the left sidebar and then click on the \u201cUsers\u201d. <\/p>\n\n\n\n

            Then click on \u201c+Add Users\u201d button to add a new user. <\/p>\n\n\n\n

            The popup for adding user will appear. Enter the email address in the first field and choose Basic as User Type and click \u201cAdd\u201d. <\/p>\n\n\n\n

            To connect event<\/strong>\u00a0with Zoom you will see the same option in the Add Event modal. <\/p>\n\n\n\n

            <\/p>\n\n\n\n

            Services and Zoom<\/strong><\/p>\n\n\n\n

            In Appointments & Events, you can have services with or without Zoom integration. For services that require Zoom, you need to enable this option in the Settings tab of the Service modal, under Integrations. <\/p>\n\n\n\n

            <\/p>\n\n\n\n

            Setting up Notifications with Zoom Link<\/strong><\/p>\n\n\n\n

            Setting up notifications with Zoom link<\/h3>\n\n\n\n

            In order to send a Zoom link to both, your customers and your employees you need to add a placeholder for Zoom link in the notification templates.<\/p>\n\n\n\n

            Go to the Notifications page, click on \u201cShow email placeholders\u201d button and modal will show with all currently allowed placeholders. Scroll down to the bottom of the modal and you will see the placeholders for Zoom. For appointments you will have two placeholders:<\/p>\n\n\n\n

            1. %zoom_host_url%<\/strong> \u2013 this is the placeholder that you need to paste to employees\u2019 appointment notifications.<\/li>
            2. %zoom_join_url%<\/strong> \u2013 this is the placeholder that you need to paste to customers\u2019 appointment notifications.<\/li><\/ol>\n\n\n\n

              For events, once you click on one of the event booking notifications you will see four different placeholders at the bottom of the list:<\/p>\n\n\n\n

              1. %zoom_host_url_date%<\/strong> \u2013 this is the placeholder that you need to paste in employees\u2019 event notifications if you want to show the url with date.<\/li>
              2. %zoom_host_url_date_time%<\/strong> \u2013 this is the placeholder that you need to paste in employees\u2019 event notifications if you want to show the url with date and time<\/li>
              3. %zoom_join_url_date%<\/strong> \u2013 this is the placeholder that you need to paste in customers\u2019 event notifications if you want to show the url with date.<\/li>
              4. %zoom_join_url_date_time%<\/strong> \u2013 this is the placeholder that you need to paste in customers\u2019 event notifications if you want to show the url with date and time.<\/li><\/ol>\n\n\n\n

                <\/p>\n\n\n\n

                Customizing Design of Booking Forms<\/h3>\n\n\n\n

                o customize the design, go to Appointments & Events > Customize<\/strong>. There you will see the WYSIWYG style customizer. All changes are visible in real-time in the righthand preview box, and after you click \u201cSave\u201d, the configured style will apply for all front-end forms. <\/p>\n\n\n\n

                <\/p>\n\n\n\n

                Email Notifications<\/h3>\n\n\n\n

                Notifications are emails sent to your customers and employees to alert them about some event. There are three different times when notifications can be sent:<\/p>\n\n\n\n

                1. Right after an event is triggered.<\/li>
                2. In the scheduled specified time after the appointment.<\/li>
                3. In the scheduled specified time of the day.<\/li><\/ol>\n\n\n\n

                  <\/p>\n\n\n\n

                  Configuring Notifications<\/strong><\/p>\n\n\n\n

                  To set up notifications you must first configure Notification Settings <\/strong>at Appointments & Events > Settings > Notifications<\/strong>. Settings that are mandatory are\u00a0\u201cSender Name\u201d\u00a0<\/strong>and\u00a0\u201cSender Email\u201d<\/strong>. Mail Service settings do NOT need to be changed.<\/p>\n\n\n\n

                  Each notification is enabled by default and it is possible to disable notifications if you want to prevent from being sent. Also, it comes with the default\u00a0\u201cSubject\u201d<\/strong>\u00a0and\u00a0\u201cMessage\u201d<\/strong>\u00a0that can be changed. In the \u201cSubject\u201d and in the \u201cMessage\u201d it is possible to use placeholders. Click on the\u00a0Show Email Codes<\/strong>\u00a0button in the upper right side of the Notifications page and a dialog with placeholders will appear. Choose the one you need, click on it, the placeholder will be copied, after which you will paste it into the text area.\u00a0In the real notifications received by your customers and employees, placeholders will be replaced with real data.<\/p>\n\n\n\n

                  <\/p>\n\n\n\n

                  SMS Notifications<\/h3>\n\n\n\n

                  SMS notifications give you the possibility to send SMS, or text, messages to your customers and employees to inform them about the appointments or events. Like for the emails, here you also have three different times when these messages can be sent:\u00a0right after an event is triggered, in the scheduled specified time after the appointment\/event<\/strong>\u00a0and\u00a0in the scheduled specified time of the day<\/strong>. <\/p>\n\n\n\n

                  SMS Notifications are handled by a third-party service and are an added cost. <\/span><\/p>\n\n\n\n

                  To sign-up for and use SMS notifications, you will find on the Notifications<\/strong> page a separate tab right beside the Email Notifications tab. <\/p>\n\n\n\n

                  Click on the tab and you will see the options for creating an account.<\/p>\n\n\n\n

                  Enter your email and password and click on the \u201cSign Up\u201d<\/strong> button to proceed to the SMS Notifications page. The option for Sign In are exactly the same, so the next time when you come to the page after you logged out you will see the same options to enter the email and password.<\/p>\n\n\n\n

                  If you forgot your password, on the Sign In window you will see an option\u00a0\u201cForgot Password?\u201d<\/strong>, click on it and you will be prompted to enter your email so we can send you the Recovery email.<\/p>\n\n\n\n

                  <\/p>\n\n\n\n

                  Setting up SMS Notifications<\/strong><\/p>\n\n\n\n

                  Once you enter the page you will see a blank page for SMS History since you don\u2019t have any sent messages yet, so we will go back to this page later.<\/p>\n\n\n\n

                  On the left, you will see a sidebar with the options for setting up your messages. Once you click on the\u00a0\u201cCustomize SMS\u201d<\/strong>\u00a0option from the menu you will see exactly the same options like for the email notifications.<\/p>\n\n\n\n

                  <\/p>\n","protected":false},"excerpt":{"rendered":"

                  Starting to work with Appointments & Events add-on is easy. All you need to do is add at least one service and at least one employee and you can start using booking forms. Adding a Service The first thing to do is to create a service, i.e. the activity that customers will book through your… Read More »Appointments & Events<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"qubely_global_settings":"","qubely_interactions":"","_seopress_robots_primary_cat":"","_seopress_titles_title":"","_seopress_titles_desc":"","_seopress_robots_index":"","neve_meta_sidebar":"","neve_meta_container":"","neve_meta_enable_content_width":"","neve_meta_content_width":0,"neve_meta_title_alignment":"","neve_meta_author_avatar":"","neve_post_elements_order":"","neve_meta_disable_header":"","neve_meta_disable_footer":"","neve_meta_disable_title":""},"doc_category":[11],"doc_tag":[],"qubely_featured_image_url":null,"qubely_author":{"display_name":"Brian","author_link":"https:\/\/help.birthingyourbrand.com\/author\/bdragutsgmail-com\/"},"qubely_comment":1,"qubely_category":" Marketing Tools<\/a>","qubely_excerpt":"Starting to work with Appointments & Events add-on is easy. All you need to do is add at least one service and at least one employee and you can start using booking forms. Adding a Service The first thing to do is to create a service, i.e. the activity that customers will book through your… Read…","_links":{"self":[{"href":"https:\/\/help.birthingyourbrand.com\/wp-json\/wp\/v2\/docs\/164"}],"collection":[{"href":"https:\/\/help.birthingyourbrand.com\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/help.birthingyourbrand.com\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/help.birthingyourbrand.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/help.birthingyourbrand.com\/wp-json\/wp\/v2\/comments?post=164"}],"version-history":[{"count":0,"href":"https:\/\/help.birthingyourbrand.com\/wp-json\/wp\/v2\/docs\/164\/revisions"}],"wp:attachment":[{"href":"https:\/\/help.birthingyourbrand.com\/wp-json\/wp\/v2\/media?parent=164"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/help.birthingyourbrand.com\/wp-json\/wp\/v2\/doc_category?post=164"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/help.birthingyourbrand.com\/wp-json\/wp\/v2\/doc_tag?post=164"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}